Membership Rules & Regulations
All members of the Chartered Institute for Securities & Investment must abide by the Royal Charter & Bye-laws, Regulations, and to uphold its high standards as published in its Professional Code and Membership Regulations. For information on the CISI's admission processes and rules, please read our Membership Admission Policy document, which covers all membership fee information, billing, lapsing and the reinstating processes. Please also read Annex 3 which forms part of the membership declaration.
Membership Integrity Requirements for MCSI & FCSI - 
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This policy relates to the requirements for all new MCSI and existing MCSI and FCSI non-Chartered voting members to undertake an integrity unit.
New CISI Members (MCSI)
Prior to joining the Institute, or within the first three months of association with the CISI, all new Members (MCSI) are required to complete
IntegrityMatters and pass with an A grade.
IntegrityMatters is not an examination but a test taken as part of an elearning tool.
Existing MCSI and FCSI members
Existing MCSIs and FCSIs are required to complete the CISI's Integrity & Ethics
Professional Refresher module (free membership benefit) or
IntegrityMatters (£20) by 30 September 2013 or your membership may be suspended.
Membership Integrity Requirements for ACSI and Affiliate - View full policy
This policy relates to the requirements for all new ACSI/Affiliate and existing ACSI and Affiliate non-Chartered voting members to undertake an integrity unit.
New CISI Affiliate and Associate (ACSI) members
Prior to joining the Institute, or within the first three months of association with the CISI, all new Affiliate and Associate (ACSI) members are required to complete
IntegrityMatters and pass with an A grade.
IntegrityMatters is not an examination but a test taken as part of an elearning tool.
Existing Affiliate and Associate (ACSI) members
Existing Affiliates and ACSIs are required to complete the CISI's Integrity & Ethics
Professional Refresher module (free membership benefit) or
IntegrityMatters (£20) by 31 March 2014
Chartered Wealth Manager Policy - View full policy
This policy relates to the process for voting members to obtain and maintain Chartered Wealth Manager status.
Individual Charter Policy - View full policy
This policy relates to the process for Individual Chartered members to maintain their Chartered status.